Vehicle allocation and transfer tracking

Purpose

1.1. To automate vehicle allocation, transfer tracking, and inventory visibility across Citroen dealerships, reducing manual processing, minimizing errors, and enabling real-time vehicle status updates and optimized fleet management.
1.2. To automate inter-branch vehicle transfers and logistics, notify stakeholders, and generate transfer documents automatically.
1.3. Automate the update of central databases with vehicle movements and statuses, ensuring regulatory compliance and timely asset allocation.
1.4. Enable automated reporting, exception alerts, and digital authorization workflows for vehicle dispatch and reception.

Trigger Conditions

2.1. New vehicle arrival or dispatch in logistics system.
2.2. Manual request for inter-branch vehicle transfer submitted via portal or email.
2.3. Status change flagged by telematics or fleet management platform.
2.4. Scheduled inventory reconciliation time.
2.5. Documented handover or digital signature recorded in transfer portal.

Platform Variants

3.1. Salesforce
- Feature: Flow Automation, REST API
- Sample: Trigger on Case/Opportunity vehicle assignment, automating record update and notifications.
3.2. Microsoft Power Automate
- Feature: Scheduled/Instant Cloud Flows
- Sample: Automate vehicle transfer approval and trigger supply chain tasks.
3.3. SAP S/4HANA
- Feature: Inventory Movement API
- Sample: Automate vehicle transfer entry with POST to /API_INVENTORY_DOCUMENT_SRV.
3.4. Oracle Cloud SCM
- Feature: Inventory Management REST API
- Sample: Automate vehicle allocation documented via /inventoryTransactions endpoint.
3.5. Twilio
- Feature: Programmable SMS API
- Sample: Automate transfer confirmation or allocation alert via SMS using /Messages endpoint.
3.6. Google Sheets
- Feature: Google Sheets API, Triggers
- Sample: Automate update of vehicle status sheets upon allocation/transfer.
3.7. Zendesk
- Feature: Triggers & Automation
- Sample: Automate internal ticket creation on transfer requests with custom field workflow.
3.8. DocuSign
- Feature: Envelope Creation / eSignature API
- Sample: Automate transfer agreement signing and logging with Envelopes:create.
3.9. Slack
- Feature: Bots, Incoming Webhooks
- Sample: Automate instant vehicle transfer notifications to relevant teams.
3.10. SendGrid
- Feature: Transactional Email API
- Sample: Automate email alerts for vehicle dispatch/arrival.
3.11. HubSpot
- Feature: Workflows, CRM API
- Sample: Automate vehicle assignment notification to sales.
3.12. NetSuite
- Feature: SuiteScript, Inventory API
- Sample: Automate inventory transaction records on allocation.
3.13. Freshdesk
- Feature: Automations, Ticket API
- Sample: Automate support ticket for vehicle transfer issues.
3.14. SAP Business One
- Feature: DI API, Service Layer
- Sample: Automate Goods Issue/Receipt for vehicles via Service Layer.
3.15. TMS (Transportation Management Systems like Oracle)
- Feature: Shipment REST API
- Sample: Automate new transfer order in logistics workflow.
3.16. AWS Lambda
- Feature: Event-driven execution
- Sample: Automate data reconciliation and notification logic based on vehicle transfer triggers.
3.17. Azure Logic Apps
- Feature: Automated workflows
- Sample: Automate scheduling, allocation, and transfer status synchronizations.
3.18. monday.com
- Feature: Automations, API
- Sample: Automate workflow board item creation for new allocations.
3.19. Smartsheet
- Feature: Automated workflows
- Sample: Automate updating and sharing transfer logs company-wide.
3.20. QuickBase
- Feature: Pipelines Automation
- Sample: Automate record updates for vehicle location/status by transfer ID.
3.21. Zoho Inventory
- Feature: Inventory API, Workflow Rules
- Sample: Automate vehicle movement documentation and alerting.
3.22. Dynamics 365
- Feature: Power Automate, Common Data Service
- Sample: Automate centralized vehicle tracking and analytics.

Benefits

4.1. Automates vehicle distribution, reducing manual overhead and speeding up allocation.
4.2. Automated notifications, documentation, and handover verification eliminate transfer bottlenecks.
4.3. Real-time inventory visibility automatedly enhances operational transparency.
4.4. Automating exception handling and alerts minimizes delays and lost vehicle risks.
4.5. Automation of data flows ensures compliance, accuracy, and easy audit trails.
4.6. Automator-driven data reconciliation improves inventory precision and reduces stock-outs.
4.7. Streamlines cross-branch communication via automated notifications and reports.
4.8. Automatable workflows cut labor costs and support scalable, multi-location logistics.